Quilter Plc · LSE:QLT
Quilter — Investor Presentation (March 2021)
8 slides from Quilter's investor presentation, March 2021
Slide 1: Quilter Investment Platform: Moving forward together
Quilter Basic rBand Guidelines Our brand a ssets 1 Quilter Investment Platform: Moving forward together March 2021
Slide 2: Platform Transformation Programme completed safely
Platform Transformation Programme completed safely UK’s largest platform migration successfully delivered in a controlled, measured way 40k+ 490k+ e-learning Why? customers modules IT resilience migrated completed Improved functionality and proposition How? £62.5bn assets on the Three ca
Slide 3: More relevant proposition a foundation for growth
More relevant proposition a foundation for growth Enables Quilter to reinvigorate sales and reverse decline Outsource model allows Quilter to focus on the expertise which in IFA gross flows differentiates the proposition 2020 Platform AuA Offering which adds value and creates powerful proposition: 2
Slide 4: Timeline planned, scaled and executed
Timeline planned, scaled and executed 2017 2018 2019 2020 Early 2021 Functional testing & Build Soft launch Phased migrations migration planning Design Testing Final system code Migration Migration Migration Final delivery migration rehearsals 1 2 Final migration successfully undertaken: All assets
Slide 5: New functionality enhances our award-winning capabilities
New functionality enhances our award-winning capabilities Products: Supporting growth across the generations Functionality: Functionality: Market-leading, Market-leading, attractive attractive to to broader broader adviser adviser base base Junior ISA New Arrange withdrawals and income online Ne
Slide 6: Completing PTP is not the end, this is our beginning
Completing PTP is not the end, this is our beginning Platform proposition with modern technology, award-winning tools and service, and competitive pricing Moving forward together, with Customers and advisers – strengthening relationships Our technology partner – enhancing and evolving our pr
Slide 7: Positioned to capture growth: Priorities for 2021 and beyond
Positioned to capture growth: Priorities for 2021 and beyond Innovate Broaden Deepen Capture Attracting Capture greater share and drive incremental flow Developing strategic plans back-books Operate within a market with strong tailwinds – Quilter’s best-in-class proposition set to capture increasing
Slide 8: Disclaimer
Disclaimer This presentation should be read in conjunction with the announcement published by Quilter plc on 10 March 2021. This presentation may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its future finan